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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,039 | $67,411-31.7% | $91,004-49.4% | $70,126-34.3% |
| Participation rate | 64.1% | 71.4%-7.3pp | 75.6%-11.5pp | 69.5%-5.4pp |
| Annual return | 12.65% | -40.16%+52.8pp | 4.60%+8.1pp | 73.15%-60.5pp |
| Employer contribution / active EE | $212 | $1,786-88.1% | $2,456-91.4% | $2,343-90.9% |
| Participant deferral / active EE | $1,246 | $2,823-55.9% | $3,548-64.9% | $3,332-62.6% |
| Admin fee / account holder | $4,459 | $4,236+5.3% | $5,417-17.7% | $4,645-4.0% |